Integrated Wealth Management’s Morgan Stanley Income Sec. Inc ICB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-90
| Closed | -$2K | – | 1196 |
|
|
2016
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1106 |
|
|
2016
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 1120 |
|
|
2016
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 1039 |
|
|
2015
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 1129 |
|
|
2015
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1148 |
|
|
2015
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 1178 |
|
|
2015
Q1 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 1248 |
|